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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,207 | $106,905+86.3% | $84,020+137.1% | $152,885+30.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.10% | 105.00%-99.9pp | 71.31%-66.2pp | 345.39%-340.3pp |
| Employer contribution / active EE | $5,833 | $2,735+113.3% | $1,984+194.1% | $4,763+22.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,681 | $8,287-7.3% | $6,101+25.9% | $11,598-33.8% |